Codestone

Corporate Performance Management (CPM) with CCH Tagetik

Codestone, along with CCh Tagetik, revolutionises your corporate performance with our AI-driven CPM platform. Streamline financial processes, empower data-driven decisions, and drive profitable growth. Experience seamless integration and predictive intelligence for faster, more accurate results.

Features

• Establish cash flow forecasting
• Effective management of payables, receivables, inventory and liquidity
• What-if and predictive analysis
• Streamlined consolidation and planning
• Automate processes to maximise resources
• Collaborative budgeting and forecasting
• Optimised accounts and finance operations
• Full support for IFRS16
• Extended Reporting and Visualisation via Microsoft Power BI
• Accelerate period-end close

Benefits

• 25-33% reduction in consultancy time vs traditional implementations
• Streamlined implementation leveraging Codestone tools/accelerators
• Simplified Tax reporting
• Insight and value creation for process improvement
• Connect operational and financial data for strategic decision making
• Compliance with IFRS16 regulations
• Improved compliance and sustainability reporting
• A single platform enhances efficiency and governance
• Improved decision through the use of the latest AI implementations
• Full cloud solution for improved scalability and agile performance management

£100 to £300 a unit an hour

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at gary.duke@codestone.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

368920317722579

Contact

Gary Duke
+447831526080
gary.duke@codestone.com

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Private cloud
• Service constraints: Like most cloud software vendors, CCH Tagetik likely has scheduled maintenance windows where the service may have downtime or limited availability for applying updates, patches, or upgrades. These are typically communicated in advance, but buyers should inquire about the planned maintenance schedule and any expected downtime periods.; ; For an optimal user experience, the CCH Tagetik application may have specific technical requirements regarding supported web browsers, operating systems, and devices. ; ; Depending on the CCH Tagetik modules/capabilities implemented, integrating with certain ERP, CRM, or other third-party systems based on available pre-built connectors or API capabilities may be constrained.
• System requirements:
  • A modern supported web browser (Google Chrome, Microsoft Edge etc)
  • For mobile access, iOS or Android operating System
  • Depending on deployment (Microsoft SQL Server, Oracle, SAPHana or Postgress)

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Codestone provides multiple-level support contracts. These include email and online tickets and a help desk available from 9 to 5. We also provide contracts that provide a 24x7 response.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 24 hours, 7 days a week
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: Codestone has a fully functioning and dedicated support team and support systems in place. They cover all aspects of the services we undertake, whether that is software, implementation, bespoke development or consulting. ; ; We offer three service levels with increasing additional value Plus, Advanced and Enterprise. Each level adds additional functionality and features starting with basement, which covers 12 x 5 support, and standard SLA’s for response and resolution times along with both incident and escalation management. ; ; Our ticket management system allows tickets to be created, reviewed, updated along with escalation. Support can be accessed via email, telephone, chat, and through our online portal. ; ; We provide a comprehensive knowledgebase and if you purchase our highest support level you will be able access support 24 x 7, receive wide-ranging ‘how do I’ advice, proactive monitoring of your installation where appliable, an assigned customer value team along with training and strategic best practice reviews. ; ; All Codestone support offers 3-tiers, support desk engineer, senior support desk engineer and senior consultant. Costs are based per user and are reflective of the support required calculated from the project scope.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Codestone, as a leading partner for CCH Tagetik's corporate performance management solution, provides a comprehensive set of services to help users use the software effectively:; ; Our implementation methodology includes config/customisation workshops, data migration, integration setup, user acceptance testing, and go-live support to ensure CCH Tagetik is deployed successfully per your requirements.; ; Onsite Training - Our consultants can provide in-person, hands-on training sessions for end-users, power users, and IT/admin staff at your office locations.; Online/Virtual Training - For a more flexible and cost-effective option, we offer web-based training courses delivered remotely by our certified trainers.; Custom Training - We can develop customised training programs tailored to your specific CCH Tagetik setup and business processes.; ; Standard Documentation - CCH Tagetik's official user guides, admin manuals, and technical documentation can be accessed.; Customised Documentation - Our team can supplement this with custom documentation, process guides, and training materials specific to your CCH Tagetik configuration.; ; During implementation, our consultants work closely with your staff to transfer product knowledge and enable them to be self-sufficient in using and maintaining CCH Tagetik.; ; After go-live, you can opt for our premium support services, which include a dedicated support team, issue resolution, system health checks, and ongoing consulting/advisory.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • ODF
  • PDF
• End-of-contract data extraction: Data Export Tools:; CCH Tagetik provides built-in data export capabilities that allow users to extract data from the application in various formats like CSV, Excel, PDF etc. We can guide your users on leveraging these export tools to pull out required data before contract termination.; ; Data Migration/Archiving:; If a large volume of historical data needs to be extracted, our consultants can assist with setting up a data migration/archiving process. This may involve writing scripts or using ETL tools to programmatically export data from CCH Tagetik databases and consolidation environments into a separate archive.; ; Transition Services:; We offer transition support services for customers transitioning to a new CPM system. These include mapping data entities, transforming and validating extracted CCH Tagetik data, and assisting with the data migration to the new platform.; ; Custom Exports:; In cases where the standard export formats are not sufficient, we can potentially develop custom data extraction scripts, reporting tools, or integrations to extract your CCH Tagetik data in the required form.; ; Documentation:; We will also provide documentation guidance on CCH Tagetik's data structures, metadata, audit logs etc. to ensure you can interpret and process the exported data properly.
• End-of-contract process: At Codestone we proactively notify customers well in advance (e.g. 6-12 months prior) about their upcoming contract renewal date. This allows sufficient time for them to evaluate their options - renew, transition, or extract data. If a customer chooses not to renew, we initiate data extraction planning. This involves understanding their specific data needs, required formats, and determining the best approach - using built-in export tools, data migration scripts, or custom extracts.; ; Our consultants work closely with the customer's teams to map and understand their CCH Tagetik data structures, metadata, validation rules etc. This ensures we extract all relevant data accurately. We perform test data extractions first before the final full extraction. Once requirements are confirmed, we execute the final data extraction process and securely transfer all exported data to the customer's systems.; ; We provide documentation covering data dictionaries, schemas, audit logs and other operational documentation for the extracted CCH Tagetik environment.; ; Our goal is to make the end-of-contract transition seamless, ensure complete data extraction with integrity, and enable customers to continue leveraging their CCH Tagetik data effectively even after their engagement with us ends.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The Tagetik mobile app is a financial reporting and planning platform that allows users to access and manage financial data on-the-go. It is designed to provide real-time insights and analytics, enabling users to make data-driven decisions and take action quickly.; ; The app is built on an open architecture, allowing it to connect to various source systems, including Oracle Hyperion, SAP, IBM Cognos, and Microsoft SSAS. This enables users to access and analyze financial data from multiple sources in a single platform.
• Service interface: No
• User support accessibility: WCAG 2.1 AA or EN 301 549
• API: No
• Customisation available: Yes
• Description of customisation: Our solutions are completely customisable to customer needs. The CPM process is very specific to customer needs. Our team determines the full solution via assessment of needs and requirements prior to mapping out the preferred solution.

Scaling

• Independence of resources: CCH Tagetik offers deployment options for both public cloud (multi-tenant) and private cloud (single-tenant). For customers with high demands or strict performance requirements, we recommend the private cloud model, which dedicates resources and is not impacted by other tenants.; ; CCH Tagetik provides comprehensive SLAs around application availability, performance, and throughput. As their partner, we are well-equipped to architect solutions that guarantee consistent performance regardless of demand fluctuations across the user base. The cloud architecture is designed to be highly scalable. Additional computing resources (CPUs, memory, storage) can be provisioned on-demand to handle load spikes without impacting other users.

Analytics

• Service usage metrics: Yes
• Metrics types: Usage statistics are provided on request and through reporting. They are user driven dependent on requirements
• Reporting types: Reports on request

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: CCH Tagetik

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Up to Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least every 6 months
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Physical access control, complying with CSA CCM v3.0
• Data sanitisation process: Yes
• Data sanitisation type: Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: CCH Tagetik has native data export capabilities that allow users to extract data directly from the application interface in various formats.; ; For more advanced data extractions, we leverage CCH Tagetik's pre-built data integration tools:; ; Export Data Flows: These can be configured to extract data from CCH Tagetik databases/cubes and load into staging areas.; ; API Data Extraction: Using CCH Tagetik's APIs, we can build custom integrations to extract subsets of data programmatically.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • PDF
  • Snapshot/Backup Exports
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • XML
  • DB
  • API
  • Excel

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: CCH Tagetik SLA guarantees 99.5% availability. The user contract states, the provider shall use commercially reasonable efforts to make the production environment for purchased services available with a services availability of at least 99.5% (ninety-nine point five percent) during any calendar quarter of any contractual year. If the services availability for the customer drops below 99.5% for a given eligible credit period, the customer is eligible to receive a credit equal to 5% of the portion of annual fee due for the eligible credit period (i.e., the quarter in which the services availability drops below 99.5%) for each 1% (or portion thereof) by which the provider fails to achieve such level, up to 20% of the portion of annual fee due for that eligible credit period. The customer shall be entitled to submit claims under this system-level warranty in good faith in writing and within 15 days after the end of the relevant eligible credit period. Credits generated by the customer’s sound claims hereunder shall be credited against subsequent invoices, and in case no further invoices are due, be reimbursed.
• Approach to resilience: The service is certified ISO 22301, Business continuity management system. We contractually guarantee an availability of 99.5% per quarter. In case of minor problems there are self-healing mechanisms able to automatically restore the service. For major disaster (for example at datacenter level) we are able to restore the service with a RTO of 8 hours and a RPO of 24 hours.; ; Full data backup is performed every day, the default retention period is 15 days (extendable if needed) and they are stored on encrypted storage using GPG with RSA 4096 bit key. Backups are stored in the main cloud provider and copies of the backups are stored in a second cloud provider (within the same country) for redundancy purposes. Backup restore tests are performed daily to guarantee their integrity. It is possible to restore a specific backup by opening a ticket on our support portal. Our dedicated cloud team will restore the requested backup.
• Outage reporting: Email alerts

Identity and authentication

• User authentication needed: Yes
• User authentication: 2-factor authentication
• Access restrictions in management interfaces and support channels: Tagetik enforces access restrictions in management interfaces and support channels through a combination of user authentication, role-based access control, and secure communication protocols. Users must authenticate using credentials that define their access level and permissions within the system. This structured access ensures that only authorized users can perform specific tasks.the organization.; ; The support portals and customer service platforms are similarly protected, requiring users to log in and verify their identity before accessing sensitive resources or receiving support. This approach not only secures the management interfaces from unauthorised access but also ensures that support interactions maintain confidentiality and integrity.
• Access restriction testing frequency: At least every 6 months
• Management access authentication: 2-factor authentication

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: QMS International
• ISO/IEC 27001 accreditation date: December 2016 (Recertified in March 24)
• What the ISO/IEC 27001 doesn’t cover: Anything that is not explicitly defined within the Statement of Work
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: CSA CCM version 3.0
• Information security policies and processes: All employees receive mandatory annual IT Security, Ethics, and Data Privacy training, with ad hoc tests during the year (e.g. email phishing tests). Tagetik Cloud system administrators receive more frequent privileged security training specific to their role. Disciplinary procedures are followed where mandatory training is not taken or policies are not followed.

Operational security

• Configuration and change management standard: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Configuration and change management approach: The components of your services are tracked through their lifetime
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: We perform automated vulnerability scans of internal and external enterprise assets on a weekly and monthly basis respectively using SCAP-compliant tools. Both authenticated and unauthenticated scans are conducted.; ; We have established a risk-based remediation strategy documented in a remediation process, with monthly reviews or more frequently.; ; We monitor security advisories and apply critical software security patches as soon as they are available. ; ; We classify patches based on the criticality of vulnerabilities they remediate and criticality of impacted systems. Critical patches are applied ASAP with immediate customer notification.
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: Usage and access are continuously monitored through our SIEM solution. Any unauthorized or suspicious activity automatically triggers alerts for investigation by our security team. If deemed malicious or in violation of policy, affected code or access can be revoked immediately to prevent further exposure while root cause is determined. Our procedures align to ISO 27001 certification requirements.; . Customer will be notified within 48 hours about the outcome of the assessment and the plan to solve/mitigate the issue if relevant.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Customers use the web portal available 24/7 in order to insert incidents. There is the possibility to check the status of the issues and to make some reports inside the web portal to monitor the incidents. ; ; SLAs on Availability: involve CLOUD team; SLAs on Incident and Problem management: we offer a solution for on-premise solutions and another one for Cloud solutions.; ; The support team cover both functional and technical expertise; we have a very strong experienced team starting from more than 20 years of experience, support team cover all the process involved in the CCH Tagetik implementation.

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Equal opportunity
  • Wellbeing

  Equal opportunity

  The Company is an equal opportunities employer, which is committed to the promotion of equality of opportunity in all aspects of employment, including recruitment, the provision of training and career development opportunities.

  Wellbeing

  The People and Culture team are additionally responsible for every employees wellbeing, physical and mental. The company invest in extensive team events that are designed to balance the work and personal life balance, for example a two day festival each year for employees to share some fun times and enjoy soem down time from work.

Pricing

• Price: £100 to £300 a unit an hour
• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: The free version is a demonstration based on a non-existing enterprise.

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at gary.duke@codestone.com. Tell them what format you need. It will help if you say what assistive technology you use.